Viewing or Editing a Previous Referral

Version 14.10
  1. Open the Patient Referrals / Care Transition List in one of two ways:
  • From the Patient Chart, click the Referrals tab.
  • From the Schedule & Practice Workflow, click the Referrals tab.
  1. Click to highlight the referral in the list, then click the Edit  button. The referral will open in a Referral Letter Details form. 
  2. Make any desired changes. 
  3. To update the status of a referral, simply change the Status section at the top of the form. 
  4. When finished, click the Save button.